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Strategic Wealth Partners’s First Trust Global Wind Energy ETF FAN Stock Holding History

Strategic Wealth Partners’s Portfolio FAN Stock Details FAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.99K Hold
400
– – ﹤0.01% 924
2026
Q1 		$9.9K Hold
400
– – ﹤0.01% 894
2025
Q4 		$8.19K Hold
400
– – ﹤0.01% 936
2025
Q3 		$7.68K Hold
400
– – ﹤0.01% 954
2025
Q2 		$7.26K Buy
+400
New +$6.59K ﹤0.01% 841

Other funds holding FAN

WHGAM
Wealth High Governance Asset Management Sao Paulo $940M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return
WHGC
Wealth High Governance Capital Sao Paulo, Brazil $334M AUM 165.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Strategic Wealth Partners's FAN Position: Q2 2026 in Review

Strategic Wealth Partners held its First Trust Global Wind Energy ETF (FAN) position steady in Q2 2026 at 400 shares worth $9.99K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Strategic Wealth Partners first reported a position in FAN in Q2 2025 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

  • Strategic Wealth Partners held 400 shares of First Trust Global Wind Energy ETF worth $9.99K as of Q2 2026.
  • Strategic Wealth Partners left its First Trust Global Wind Energy ETF share count unchanged in Q2 2026.
  • First Trust Global Wind Energy ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #924 holding.
  • Strategic Wealth Partners first reported a position in First Trust Global Wind Energy ETF in Q2 2025 and has held it in 5 quarters since.
  • 114 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.